See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,158 | $65,435-50.9% | $86,677-62.9% | $66,914-51.9% |
| Participation rate | 94.9% | 75.5%+19.5pp | 76.6%+18.3pp | 69.8%+25.1pp |
| Annual return | 88.45% | -10.89%+99.3pp | 35.91%+52.5pp | 1.58%+86.9pp |
| Employer contribution / active EE | $2,011 | $2,153-6.6% | $2,836-29.1% | $2,544-21.0% |
| Participant deferral / active EE | $3,762 | $4,100-8.2% | $4,656-19.2% | $4,237-11.2% |
| Admin fee / account holder | $2,848 | $642+344.0% | $7,493-62.0% | $593+380.1% |